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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1901	PCFFS Pacific Center for Financial Services San Ramon, California	$6K	$0	1	0%	Maintained
1902	LYV Live Your Vision West Conshohocken, Pennsylvania	$4K	$0	1	0%	Maintained
1903	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$4K	$0	1	0%	Maintained
1904	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$3K	+$3K	1	0%	New
1905	IAS INR Advisory Services Media, Pennsylvania	$2K	+$1.8K	1	0%	New
1906	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1907	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1908	Advisors Capital Management Ridgewood, New Jersey	$0	-$5.13M	0	–	Closed
1909	AP Advisors Preferred Rockville, Maryland	$0	-$210K	0	–	Closed
1910	ACM Alethea Capital Management Mercer Island, Washington	$0	-$2.42M	0	–	Closed
1911	AWM AllSquare Wealth Management Albany, New York	$0	-$269K	0	–	Closed
1912	AF Ally Financial Detroit, Michigan	$0	-$6.17M	0	–	Closed
1913	AGM Alpine Global Management New York	$0	-$1.65M	0	–	Closed
1914	Alyeska Investment Group Chicago, Illinois	$0	-$2.72M	0	–	Closed
1915	ABC Anchor Bolt Capital Chicago, Illinois	$0	-$12M	0	–	Closed
1916	AC Ascend Capital Orinda, California	$0	-$4.99M	0	–	Closed
1917	Aspiriant LLC Los Angeles, California	$0	-$279K	0	–	Closed
1918	BC Banced Corp Edwardsville, Illinois	$0	-$201K	0	–	Closed
1919	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	$0	0	–	Closed
1920	BCM Blockhouse Capital Management New York	$0	-$6.04M	0	–	Closed
1921	BCM Bluefin Capital Management New York	$0	-$303K	0	–	Closed
1922	CIAN Capstone Investment Advisors (Netherlands) New York	$0	-$919K	0	–	Closed
1923	CWM Catamount Wealth Management Westport, Connecticut	$0	-$12K	0	–	Closed
1924	Chilton Investment Company Stamford, Connecticut	$0	-$1.56M	0	–	Closed
1925	CYG Clean Yield Group Norwich, Vermont	$0	-$17K	0	–	Closed